We can help you complete a deal. Where are you right now in your process?


Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:


Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.

Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.

It is that simple.


About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Protect Services

Contingency Plan

Every RIA, IBD advisor, agent and CPA should have a contingency plan in case of death/disability, yet so few have a written plan. This can be devastating to the families and employees of the business (as well as to the advisors themselves) who fail to plan accordingly.

At SRG, we believe the circumstances around your contingency plan are as unique as you are. Our team of experts works with you - directly and personally - to understand your business and then design a plan that protects all stakeholders with maximum value in the event of your death, disability, loss of license, or loss of registration. And best of all, with years of experience setting up and executing these plans for our clients, we are able to leverage field-tested and evolved form contracts, saving you time and money.

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